+44.9%
VALE vs CCEP
+108.6%
-63.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | +2.9% | -1.0% | +3.9% | +3.2% |
| 30D | +8.8% | -1.6% | +10.4% | +9.2% |
| 3M | +6.8% | +11.9% | -5.1% | +2.9% |
| 6M | +6.9% | +7.5% | -0.5% | +4.2% |
| YTD | +22.8% | +18.7% | +4.1% | +16.3% |
| 1Y | +61.3% | +21.4% | +39.9% | +51.2% |
| 3Y | +53.3% | +89.1% | -35.8% | +24.5% |
| 5Y | +44.9% | +108.7% | -63.9% | +18.7% |
| All | +44.9% | +108.6% | -63.7% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling